From Financial Planning
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Summary: When financial advisors choose independence and launch a registered investment advisor, despite the long-term rewards, in the short term, they are operating a business with no revenue and significant expenses.
From WealthManagement.com
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Summary: When financial adviser Gordon Bernhardt hiked back up from the bottom of the Grand Canyon five years ago, he knew he had one of the best experiences of his life.
From Think Advisor
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Summary: There are five forces of change affecting the advice industry over the next five to 10 years, Sanjiv Mirchandani, president of Fidelity Clearing and Custody, said in a webinar.
From Think Advisor
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Summary:Client segmentation is critical to an advisory firm’s growth, productivity and profitability, according to new research from Cerulli Associates.
From Think Advisor
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Summary: As a financial advisor, you assist clients in planning for their futures. But have you planned for the future of your own practice? What happens to your business if tomorrow you are permanently disabled or die? Where do your accounts go? Will your spouse or other beneficiaries receive economic benefit from your practice?
